Utah State University

Planned Giving

Monday December 5, 2016

News

Campus Gift News
Exciting events are happening at USU
Thank you for your interest in Utah State University. Our hope is to serve you and your family with helpful information.
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Personal Planner - Your Living Trust Choices
Your Living Trust Choices
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during life and in your estate. Let's...
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Savvy Living - How Much You'll Pay for Medicare in 2017
How Much You'll Pay for Medicare in 2017
I know there won't be much of a cost-of-living increase in Social Security benefits next year but what about Medicare? How will the 0.3% Social Security raise affect our Part B...
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Washington News - IRS End-of-Year Gift Tips
IRS End-of-Year Gift Tips
In IR-2016-154 the IRS offered tips on how to document various 2016 charitable gifts. Gifts to qualified public charities are deductible. Taxpayers may use IRS Select Check on www.irs.gov to know if a charity is qualified. The exception to this rule is that places of regular worship are qualified charities without registering with the IRS. 1. IRS Charitable Rollovers – If you are over 70½, you may make an IRA rollover gift by contacting your IRA custodian. The IRA custodian will make a transfer directly to charity. This will not be reported in your income and therefore is not an...
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